PortaBilling and Harvest integration + automation

PortaBilling and Harvest integrations couldn’t be easier with the Tray Platform’s robust PortaBilling and Harvest connectors, which can connect to any service without the need for separate integration tools.

PortaBilling and Harvest Connector Details

PortaBilling

PortaBilling

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UsesFinance and Accounting
CategoryFinance and Accounting
Connector TypeTray Connector
Operations
Create recordCustom operationDelete recordGet recordList recordsUpdate record
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Harvest logo

Harvest

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UsesAll, Sales
CategoryScheduling and Time Tracking
Connector TypeTray Connector
Operations
Assign task to projectAssign user to projectCreate clientCreate projectCreate taskCreate time entry via durationCreate time entry via start and end timeGet clientGet logged in userGet projectGet taskGet time entry
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Tray.io gave us efficiency by facilitating automation and centralizing info, so we could scale more quickly and focus valuable resources on more-strategic tasks across finance, operations, marketing, and customer success. It also gave us greater visibility into our business.

Jonathan Tartell, CPA VP of Operations and Finance
Vestorly

Tray.io is the leader in low-code automation

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